Thought Leadership

Ideas and strategies to help purpose-driven organizations create greater, lasting impact.

Latest Posts

People walking up stairs. Text: USING MARKETING CLOUD AS A LEAD FUNNEL TOOL, PART 2

Using Marketing Cloud as a Lead Funnel Tool, Part 2

Welcome back to our exploration of using Marketing Cloud as a lead funnel! If you haven’t yet, make sure to catch up on Part 1 of...

What Is My Salesforce Instance and When Will I Need It?

What Is My Salesforce Instance and When Will I Need It?

Much like knowing how many and what kind of licenses you have, whether you’re on Salesforce’s Sales or Service Cloud, or if you have the Enterprise...

Empowering Latino Families with Hispanic Scholarship Fund + Salesforce: From Luminate CRM to Nonprofit Success Pack

Empowering Latino Families with Hispanic Scholarship Fund + Salesforce: From Luminate CRM to Nonprofit Success Pack

Salesforce integrations have allowed the Hispanic Scholarship Fund to stay flexible and greatly enhance digital marketing capabilities....
People's feet in cozy socks near a fireplace. Text: HAPPY HOLIDAYS FROM CLOUD FOR GOOD: REFLECTING ON 2020

Happy Holidays from Cloud for Good: Reflecting on 2020

Here at Cloud for Good, we pride ourselves on our ability to adapt and overcome any hurdle we might face. The ability to improvise and remain...

CFG2023_Success-Story_Human-Rights-Watch-Migrating-From-Raisers-Edge-to-Salesforce-for-a-Global-Fundraising-Perspective

Human Rights Watch: Migrating From Raiser’s Edge to Salesforce for a Global Fundraising Perspective

Human Rights Watch entered a partnership with Cloud for Good to leverage Salesforce and evolve past their previous Raiser’s Edge system....
Person using a phone and laptop. Text: THE LATEST NPSP RELEASES FOR WINTER '21

The Latest NPSP Releases for Winter ’21

As you’re wrapping up end of the year fundraising campaigns and appeals, don’t forget to fine-tune your Salesforce org with the latest NPSP updates for Enhanced...

People walking up stairs. Text: USING MARKETING CLOUD AS A LEAD FUNNEL TOOL, PART 1

Using Marketing Cloud as a Lead Funnel Tool, Part 1

You are presumably reading this article because you are considering utilizing Marketing Cloud as a lead funnel (wow, article title in the first sentence – my...

Chalkboard with Giving Tuesday checklist. Text: RECAPPING #GIVINGTUESDAY 2020 WITH SALESFORCE SOCIAL STUDIO

Recapping #GivingTuesday 2020 with Salesforce Social Studio

Giving Tuesday, a globally recognized day of giving, falls on the first Tuesday after Thanksgiving. In 2020, the day fell on December 1, and people around...

Silhouetted trees against a twilight sky. Text: SALESFORCE ANNOUNCES RETIREMENT OF NGO CONNECT & WHY YOU SHOULD BE EXCITED

Salesforce Announces Retirement of NGO Connect & Why You Should Be Excited

In January 2019, Salesforce made the decision to acquire roundCorner, bringing NGO Connect (NGOC), Foundation Connect, and roundData into their product offerings. This was a great...

Cloudy sky background. Text: CLOUD FOR GOOD ACCEPTED AS A SALESFORCE COMMERCE CLOUD B2C PARTNER

Cloud for Good Accepted As A Salesforce Commerce Cloud B2C Partner

December 1, 2020 [Asheville, NC] – Cloud for Good, a certified B Corp and Salesforce.org 2020 Nonprofit Consulting Partner of the Year, today announced that it...

Why Chatter is Great for Nonprofits

Why Chatter is Great for Nonprofits

Chatter is a social networking tool that lives inside Salesforce and helps people collaborate with colleagues. Here are some ideas for how you can start using...
Pre-Checking: Good for Baggage, Bad for Email Opt-In

Pre-Checking: Good for Baggage, Bad for Email Opt-In

In the case of email opting-in, it pays to hold off on pre-checking any opt-in actions. The theory behind this restraint is that constituents should take...
Salesforce Analytics 101: Report Types

Salesforce Analytics 101: Report Types

When you’re creating a Salesforce report, the first thing you have to choose, before you even get to the report builder, is the Report Type. The...
Is a Salesforce Community the Right Fit for Your Nonprofit?

Is a Salesforce Community the Right Fit for Your Nonprofit?

If you can find value in sharing your Salesforce data with constituents, a Salesforce Community might be right for you! Salesforce Communities expand your database beyond...
Planned Gifts: Tips and Tricks for Managing in Salesforce

Planned Gifts: Tips and Tricks for Managing in Salesforce

Planned gifts, or legacy gifts, are something we often discuss with clients who use or are looking to use Salesforce to manage fundraising data and processes....
Laptop displaying bar charts and papers. Text: 8 TIPS FOR CREATING A GREAT ANNUAL REPORT

8 Tips for Creating a Great Annual Report

The process of developing your organization’s Annual Report should be a satisfying task of reviewing progress toward your goals, deciding on photos and profiles to include,...